How To -- Configure Applicant Communication Templates

Purpose Statement

This document outlines the steps for configuring Applicant Communication Templates


Configuring Applicant Communication Templates

  1. From the Admin tab, go to Company Settings>HR Setup>Applicant Tracking/Recruitment>Communication Templates
  2. Click on New Template to create a new Communication Template.
  3. Once inside the Job Application Status set-up screen, enter the required information to be displayed.               
  • Template Description
    • Name: The name of the template
    • Description: The description for the template
    • Active: Checking this box will enable it to be used for applicant communication
    • Global: Check to make this template available to all users
  • Recipients
    • The Recipients section is where you list who will receive the emails and how those emails will be delivered, i.e. (Cc) or (Bcc). In the Email field, you can list a default email address to receive a copy of this template. When checking Applicant, if the applicant is an internal applicant or existing employee, they will receive the template message just as an outside applicant would.
    • The Recipients (Cc) section is where you list the email address for the recipient designated to receive the emails via (Cc).
    • The Recipients (Bcc) section is where you can list an additional email for the recipient to receive the email via (Bcc).
  • Message: Create the email using the tools provided
  • Available Tags: Use these tags in the body of the message to automate information they system will use to pull information  
  • If the template attached to the applicant has been defined to use the iCalendar Attachment, the Email option will allow Scheduled, Cancelled, or future interview dates to be sent to the applicant as an appointment in their calendar.
  4.   Once you have completed all the necessary fields, click Save in the top right corner.